Apply on Employer Site

Farther · 5 months ago

Associate Vice President, Wealth Advisor

United States

Full-time

Remote

Mid Level

2+ years exp

Farther Finance is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver tailored wealth management experiences. The Associate Vice President, Wealth Advisor will focus on client acquisition, develop personalized wealth management solutions, and contribute to business growth while working alongside experienced advisors.

ConsultingFinanceFinancial ServicesFinTechWealth Management

Growth Opportunities

Responsibilities

Orchestrate targeted outreach to qualified high-net-worth prospects across digital and traditional channels

Craft and deliver compelling presentations that showcase Farther's unique value proposition

Build and nurture a dynamic pipeline of prospects while developing personalized acquisition strategies that resonate with sophisticated investors

Lead comprehensive discovery sessions that uncover clients' deeper financial objectives and concerns

Present customized wealth management solutions that address specific client needs

Partner with senior advisors to develop sophisticated strategies while utilizing Farther's technology platform to deliver an exceptional client experience that traditional advisories can't match

Proactively identify emerging market opportunities and capitalize on them

Cultivate a strong network within target markets to establish a reliable referral ecosystem

Lead and participate in high-value client education events, and contribute meaningfully to team revenue targets through successful prospect conversion

Commit to continuous skill enhancement through structured development programs

Pursue advanced industry certifications that elevate your expertise

Master Farther's evolving technology platform and expanding service offerings, while collaborating across departments to enhance overall service delivery

Qualification

Investment Adviser RepresentativeFinancial planning softwareClient acquisition strategiesCRM systemsWealth management solutionsConsultative sellingData-driven approachRelationship-buildingVerbal communicationWritten communication